Compare · 3 funds side by side · dividends reinvested

SQLV, DFAC and VUG

SQLVFranklin Templeton×DFACDimensional×VUGVanguard×

Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$17,417DFAC · best of the three

02 / 04

SQLV, DFAC and VUG, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Dimensional - US Core Equity 2 ETFUS Stock Styles · Large cap0.21%0.87%+15.8%+17.7%+23.2%+11.7%−8.5%12.3%$87.6B1.8

Royce Quant Small-Cap Quality Value ETFUS Stock Styles · Small cap0.60%0.99%+27.7%+33.0%+18.7%+8.7%−7.7%16.0%$40M1.9

Vanguard Morningstar Growth ETFUS Stock Styles · Growth0.03%0.40%+6.3%+3.4%+25.4%+11.4%−16.1%18.2%$233B2.4

Rank among the three1st → 3rdFee, drop and volatility: lower ranks higherAvg rank: mean of the 8 ranks · 1 is best

End-of-day Nov 4, 2026 · returns include dividends · since: SQLV 2017 · DFAC 2005 · VUG 2004

Head to Head

Swap sides Versus in desk

Head to Head

Vanguard Morningstar Growth ETF · $233B$17,153

VUG

DFAC

Dimensional - US Core Equity 2 ETF · $87.6B$17,417

$10,000 five years ago, dividends reinvested · they hold 36.1% in common

VUGMeasureDFAC

+6.3%Year to dateJan 1 → Nov 4+15.8%

+3.4%1 yearTotal return+17.7%

+25.4%3 years · per year$10,000 became $19,712 · $18,682+23.2%

+11.4%5 years · per year$10,000 became $17,153 · $17,417+11.7%

0.03%Expense ratio$3 · $21 a year on $10k · lower is better0.21%

0.40%Trailing 12-mo yield$40 · $87 a year on $10k0.87%

−16.1%Worst dropSmaller is better−8.5%

18.2%VolatilityLower is calmer12.3%

VUGDFAC Winner of the row, in its colourEach row: the bigger of the two fills its side

2–6DFAC wins

End-of-day Nov 4, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

More Ways to See the Pairs

VUG vs DFAC: Top 5 Holdings

Today

VUG

45.2%in top 5

DFAC

in top 520.1%

VUGStockDFAC

13.5%NVDA5.3%

12.5%AAPL5.6%

9.7%MSFT4.8%

5.2%GOOGLnot top 5

4.3%AVGOnot top 5

not top 5AMZN2.6%

not top 5META1.9%

Held in common36.1%

End-of-day Nov 4, 2026 · share of each fund

VUG vs DFAC Returns, Every Period

VanguardVUG

+11.4%

5 years, per year

DFACDimensional

+11.7%

5 years, per year

VUGDFACFaded: behind in that period

1–3DFAC wins

End-of-day Nov 4, 2026 · dividends in · faded = behind in that period

VUG vs SQLV

YTD

VanguardVUG

+6.3%

SQLVFranklin Templeton

+27.7%

+6.3%Year to date+27.7%

−16.1%Worst drop · 1Y−7.7%

18.2%Volatility · 1Y16.0%

0.4%Yield1.0%

$233BAssets$39.8M

4–0SQLV wins

End-of-day Nov 4, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: SQLV, DFAC, VUG

Today

0.03%lowest, VUG

FundExpense ratioFee$10k

VUG0.03%$3

DFAC0.21%$21

SQLV0.60%$60

End-of-day Nov 4, 2026 · fee on $10,000 a year

Yields: SQLV, DFAC, VUG

0.99%highest, SQLV

FundTrailing yieldYield$10k

SQLV0.99%$99

DFAC0.87%$87

VUG0.40%$40

End-of-day Nov 4, 2026 · trailing 12-month yield

Income After Fees on $10,000

$66most kept, DFAC

DFAC$87 − $21 = $66

SQLV$99 − $60 = $39

VUG$40 − $3 = $37

KeptFee

End-of-day Nov 4, 2026 · yield in dollars minus the fee

Overlap: SQLV, DFAC, VUG

Today

36.1%most shared, DFAC and VUG

SQLVDFACVUG

SQLV—1.9%0.0%

DFAC1.9%—36.1%

VUG0.0%36.1%—

End-of-day Nov 4, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 3 ETFs

+33.0%SQLV, at 16.0% volatility

DFACWorst drop−8.5%12.3% vol

SQLVWorst drop−7.7%16.0% vol

VUGWorst drop−16.1%18.2% vol

End-of-day Nov 4, 2026 · up and left is better

Paid More vs Made More

YTD

SQLVDFAC

+27.7%Year to date+15.8%

1.0%Yield0.9%

+33.0%Past year+17.7%

0.60%Fee0.21%

3–1SQLV wins

End-of-day Nov 4, 2026

Popular Pairs Near These Three

VUG vs SCHG

YTD

VanguardVUG

+6.3%

SCHGSchwab

+6.8%

+6.3%Year to date+6.8%

0.03% · $3Fee · on $10k a year0.04% · $4

$233BAssets$61.1B

1–1level

End-of-day Nov 4, 2026

SCHD vs VIG

YTD

SchwabSCHD

+35.3%

VIGVanguard

+16.4%

+35.3%Year to date+16.4%

2.9%Yield1.4%

$121BAssets$109B

2–0SCHD wins

End-of-day Nov 4, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.5%

JEPIJ.P. Morgan

+8.8%

+8.5%Year to date+8.8%

12.2%Yield7.8%

$41.8BAssets$46.0B

1–1level

End-of-day Nov 4, 2026